Member Resources-[360] 2 - How to enable the sub-credit feature

[360] 2 - How to enable the sub-credit feature

Video Transcription

Video Summary

To enable subcredit, log in as an administrator and go to the Dashboard’s Credit Type Manager. Turn on subcredit for the credit types you want, then give the subcredit a friendly display name, such as “Specialty Credit.” After that, add the individual subcredit options, like Ethics, Tax, Accounting, and Audit, and set their order if needed. The key steps are: enable the feature, choose which credits use subcredit, name it clearly for users, and define the available subcredit options.

Keywords

subcredit

administrator dashboard

credit type manager

display name

subcredit options